for more information about stanelco click on the links.

driver's research page link
http://www.moneyam.com/InvestorsRoom/posts.php?tid=7681#lastread
website link
http://www.stanelco.co.uk/index.htm

shamoana re your last comment

POT KETTLE BLACK spring to mind

LOL!!!!!!!!

Thank God that's over for another day - what a load of old rubbish from everyone - made Ian's interventions positively electric (lol). That said, I agree with it all, except TFC's strangely snide approach to his fellow investors/traders, what you will - he used to be such a pleasant young man when he was long at 8p - the bear will out. What's up TFC, why so hostile. Perhaps that's what they mean by the love hate relationship between the British and the French - we still love you and . . . . je t'envoie un gros bisou.

PM, I think everyone was referring to "cred" as in our credibility in you - not your crediblity in yourself. The former is a matter of legitiamte opiinion, the latter is a matter of littel importance here. Love the factual stuff, don't get me wrong.

As I said on almost the first post of the day, at least it will stop the fall and it has - for today.

Funny, all that fur seems to be receeding from my hands and feet - as for the brain, nothing a couple of glasses of rioja can't wash away over the course of the evening.

bonne nuit amities - sounds so kinda phoney doesn't it somehow!

stock dog

I have been trying to understand the rationale behind such a short term exclusivity.

What happens on day 31? Do SEO have other suitors that would sign up if ASDA/Walmart say they do not want to use it after the 30 days or

Will it be offered to other Companies as well as ASDA/ Walmart after the 30 days.

What is the benefit to ASADA/ Walmart of this exclusivity if it is just 30 days. any thoughts please.
Not worried

Isnt this the same sceanario as with Greenseal originally?

From memory ASDA had 30 days before signing up for the year long contract.

You are probably right Bugz

Worrier Hi,

RE the short exclusivity

We have already been told that Starpol can be used for a variety of packaging other than Greensealed, so I guess they have a queue for it, and are giving ASDA a short term exclusivity as a gesture of appreciation for them testing it.

In 31 days, the doors will be blown wide open.

Cheers,
PM

Worrier / Bugz

I don't recall an earlier 30 day period but my memory is not what it was - or so they tell me!

I feel the 12 months Greenseal exclusivity is now more of a hinderance as it restricts multi customer use of packaing lines and therefore the packagers are slow (best way to put it) to take a machine out of general use and restrict it to ADSA only. This may mean an accelerated take up towards the end of the years period when packers can commission their machines for a wider customer base.

This latest RNS indicates to me that SEO are firmly in the driving seat and, given their knowledge and anticipation of Greenseal/Starpol, can dictate the terms to suit them (and us!) best. ASDA will of course be given a short term advantage in return for having given SEO the initial break.

A short period forces ASDA, who are also sufficiently in the know, to act fast and allow this "low hanging fruit" to fill our basket immediatly or be up against competitors who would love the opportunity to be ahead of a rival.

Philip said to me after the EGM "instead of us chasing users, they are coming and knocking on the door of our little office in Orlando - unprecedented". OK, that was USA but indicated things were happening and who was in a position to be pulling the shots.

(Aplologies for the cliches)

Above post was started before Paul posted his (the wine slows me down!) but seems we are thinking along the same lines.

Worth rereading the previous RNS relating to Greenseal, Major steps in "both"
Europe and North America.
I feel things are looking up, next week the N/American Show. Who knows
what will come out of this? It just feels like the pieces in the puzzle are
coming together.
cyril

Paul, what do you do for a living as id`e be curious to know, bearing in mind i make picture frames for a living. I suspect like myself and many others on this thread you get a kick out of share trading as i`ve seen you on many other boards.I have to be honest not only with myself but fellow traders that i invested 17k at 24p not long ago but am not the slightest bit bothered. My reasons for that statement are purely personal but you just cannot ignore the potential of this company.Look around the markets at the moment and theres plenty of safe shares to invest in but i suspect shares like stanelco and chaco resources don`t attract safe investors. I have to say Paul although i respect your timeless research,from an outsiders point of view your comments are very one sided.Every point you make is totally biassed towards stanelco and you don`t like counter propeganda but all im`e trying to say is look at the long term when i think you will be proved right.

Hi All,

The expected Business Wire from 12.01 EST !

Strangely it is no different to the RNS, usually we get a few extra's in a BW release ....



October 13, 2005 12:01 AM US Eastern Timezone

Stanelco Gains Approval of Starpol 2000 Biodegradable Packaging Material and ASDA Exclusivity

ORLANDO, Fla.--(BUSINESS WIRE)--Oct. 13, 2005--Stanelco PLC (LSE:SEO), the RF (radio frequency) applications group, is pleased to announce food contact approval for its biodegradable packaging material known as Starpol 2000 and the granting of a short exclusive period to ASDA stores Limited (ASDA) to evaluate its applications.


Starpol 2000 has been fully approved for use in food contact applications for all food categories throughout the European Union following analysis and testing carried out by PIRA International (Packaging International Research Association).

Food contact approval has also been granted for Starpol 2000 for all fruit and vegetable categories in the USA, with tests continuing for contact with all other food types to U.S. FDA (Food and Drug Administration) standards.

Stanelco and ASDA have agreed to a 30-day exclusivity period for ASDA to approve the Starpol 2000 material for use with Stanelco's GREENSEAL technology (including modified atmosphere packaging) as well as other more general packaging applications. Under the agreement, Starpol 2000 material has been released to certain ASDA suppliers for trial use in ASDA products. The exclusivity period is effective in the UK and Ireland.

Starpol 2000 is a totally biodegradable packaging material based on sustainable crop production. It is available in both flexible and rigid forms and is easily thermoformed into food trays and other packaging. Unlike conventional plastics, the price of Starpol 2000 has little dependence upon oil price. It is substantially less expensive than most other biodegradable packaging materials and not significantly greater than conventional plastics.

Howard White, managing director of Stanelco, commented, "We are delighted that ASDA have decided to consider moving forward with our Starpol 2000 product as part of their future plans, alongside the GREENSEAL product. We look forward to working with them as they once more strive to be first to market in this exciting new packaging product. With consumers increasingly demanding environmentally friendly solutions, this will give ASDA a real competitive advantage over their competitors. Now it is for the consumer public to support and drive the adoption of environmentally responsible packaging solutions."

Tony Ruane, Technical Compliance Manager at ASDA, said, "ASDA welcomes the addition of Starpol 2000 to the successful projects it is already conducting with Stanelco. GREENSEAL technology continues to be an exciting development within the ASDA supply base and we look forward to the successful introduction of the 200 Radio Frequency Technology GREENSEAL installations within the timescales already agreed."

About Stanelco PLC

The Stanelco Group of companies (the Group) has brought together expertise in radio frequency (RF) technology, RF applications and biodegradable material sciences to create a revolutionary range of packaging technologies.

Stanelco's philosophy is that new products and processes must offer solutions and applications which:

-- give higher added value,

-- are greener, more environmentally sustainable than those they replace

-- and have protectable intellectual property rights.

Stanelco will develop the products and processes to a demonstration stage and then work with partners in order to reach the markets; and under these circumstances Stanelco will usually seek to license its technology. Stanelco invests considerable time and resources in ensuring its technologies are protected via layers of patents wherever possible.

In this way Stanelco believes it can minimize commercial risk and preserve the highest value for shareholders.

The products offering the prospect of near term revenue generation are being given priority over the Group's resources.

Stanelco was founded in 1953 and is a world leader in the development of radio frequency technologies for processing polymers for edible and packaging applications and the design and manufacture of optical fiber technology, induction heating and dielectric welding equipment. Stanelco's current developments include GREENSEAL Food tray lidding technology, STARPOL (starch / pva blended material), FrogPack high impact low cost packaging format, CradleWrap range of biodegradable air cushion packaging, Soluble tape, 100% water-soluble films and adhesives, Biodegradable Airbag (void fill) packaging, water-soluble detergent capsules, edible sachets and waste packing.

GREENSEAL, STARPOL, Frog Pack and CradleWrap are all trademarks of the Stanelco PLC group.

About PIRA International

PIRA is a leading commercial consultancy, testing and media business which specializes in retail supply chain technologies related to industries such as packaging, paper, plastics, printing, publishing and consumer goods. PIRA has established a reputation as one of the key knowledge providers in these industry sectors.

Hi folk: a quick post as have to collect mary from the Thai dentist (and haven't gone through over 100 posts). If anyone has teeth problems, come over here. Her health problems weree traced to mercury and she ahs had 16 mercury fillings changed plus various other dentistry for 600 pounds. Quoted 10 times that in London.

But to the important RNS from Stanelco. Nothing earth shattering. Confirms the turnkey value of Starpol with Greenseal; confirms the 200 G/s orders from ASDA; announces regulatory approval for Starpol in Europe and part way in US. Does not give any projections for Starpol; does not give any news on US progress. So it is positive but not a breakthrough RNS. May just steady the ship but not turn it round. Cautionary slap on wrist to those shorting.

So I am sticking to a realistic cap. of 150M pounds with a downside of 100M, in other words a trading range of 11p to 16p. baza's buy at 12p looks sound. sd, that wily old dog, probably read it right - straight down through the 13.75 support so we are not really at a support level right now. However, I wouldn't be a seller at this price and would be looking to get back in around 12p if I had the funds - miseruum ego! Still in post-SEO retracement doldrums. But Thailand is a marvellous place and you gain a new positive perspective on life here!

Eric

The queue for Starpol 2000 will be huge ....


From Dawnay Day Quantum today ....

Global oil consumption is expected to increase by 1.75m barrels a day next year to total 85.2m b/d, suggesting that a recent fall-off in demand is temporary, the International Energy Agency, the industrialised countries' watchdog, said on Tuesday. This coincides with supplies from countries outside OPEC falling to a six year low following a drop in North Sea output and US production, and the potential problem of supply increasingly struggling to meet demand is touched upon elsewhere in a recent FT article which estimated that global oil demand could rise by about 50 per cent by 2020.


The FT article they are reffering to ....

World Is Heading for Oil Price Shock

George Magnus
The Financial Times, 16 August 2005

The price of crude oil is not only reaching new heights in nominal terms but approaching the record real levels seen in 1979. The significance of this latest "energy shock", however, is perceived generally to be quite minor.


Consensus oil price forecasts one year forward, for example, remained at about $25 per barrel from 2000 until the end of 2004, when spot prices were already around $50 a barrel. The gap between consensus and spot prices has narrowed recently but the world still seems reluctant to buy into high oil prices for anything but the immediate future. It behoves us to ask if there might be more on the oil price menu than the normal fare of Chinese demand, temporary shortages of refining capacity and the occasional hurricane. There are three main areas that are generating new concern about the outlook for oil prices: context, supply and the effects on the world economy.


The unique context in which oil prices have reached more than $60 a barrel has important implications for geopolitics and climate change issues. Sustained high oil prices might actually help, in the long run, to reduce dependency on crude oil. But the economic issue that confronts us more immediately is energy demand, which has been growing since 2003 at about 2.5 times the rate of the prior decade. As is well known, much of this extra demand has come from China and India, which have accounted for about 35 per cent of the world's incremental increase in oil consumption even though they account for just 15 per cent of world output. The oil consumption growth rates of these two emerging market behemoths and of many other countries in the developing world will continue to expand as growth in per capita incomes and the accompanying changes in consumption patterns towards more energy-intensive products evolve. It is estimated that global oil demand could rise by about 50 per cent by 2020. So, notwithstanding some recent evidence that suggests China's oil demand is actually slowing down at the moment, the prospect over the medium term is for sustained and significant growth in demand.


The problem is that there are increasing concerns about supply. Oil is an 83m-84m barrel-a-day distribution business with realisable capacity in the short term of no more than a few hundred thousand barrels. Tight supply-demand conditions, though, are not, per se, unusual. The new concerns arise from some quite contrarian perspectives, summarised as "peak oil".


Some think the peak in global oil production could be reached some time between now and 2008, others that it will come between 2010 and 2020, but most agree it is within the next decade or so. Concern about the depletion of conventional global reserves seems to have intensified for several reasons, including technological improvements in geological data gathering and analysis, the increasingly sparse reserves discovered by new drilling, and concerns that much of the world's conventional oil, especially in the Middle East, is coming from old and over-exploited mega-fields that are becoming less productive. There is no risk that we are running out of oil but the chances of being able to match the estimated growth in demand over the medium term with a rise in production is being seriously questioned. Higher prices might not herald substantially higher (conventional) supplies.


To date, high oil prices have not really put stress on the global economy for at least three reasons. High prices reflect mostly the strength of global demand, specifically in the US and China. The developed world uses about half as much oil per unit of gross domestic product as it did in the 1970s. And recycling of oil wealth by producers is alive and well, with oil-exporting countries' imports up by 32 per cent in 2004 and by a further 22 per cent in the first quarter of 2005. Countries with big external payments surpluses have invested in global, mainly US, capital markets and thereby helped to sustain low levels of long-term interest rates.


But there is no basis for complacency. The increased expenditure arising from the doubling in oil prices to $60 over the past two years amounts to about 2.7 per cent of GDP for the US. Amongst other net oil importers, the second heaviest burden has been on Africa at 2.3 per cent of GDP, or nearly $32bn. Consider that the Group of Eight's Gleneagles debt relief programme for 18 African countries would save these nations some $1.5bn per year. For Europe, Japan, Asia and Latin America, the doubling in oil prices has cost between 1.7 per cent and 2 per cent of GDP.


The overall net impact of this change in oil prices has been offset by other factors. But what if oil prices were to remain high over the medium-term? The impact one year ahead, for example, of a permanent change (from $45 this time last year) to today's levels above $60, with all things constant, would be to cause GDP to fall by 1-2 per cent in South Korea, Taiwan, Turkey and South Africa and by up to 1per cent in China, most of Europe, Japan and the US. The effect on already stressed current account positions would be to push the US deficit up by a further 1 per cent of GDP, with lesser deterioration in Europe, Japan and China which have the advantage of running surpluses, and sizeable ones in the case of Japan and China. The overall net transfers from oil consumers to oil producers by 2007 are estimated at about $1,500bn or nearly 3.5 per cent of world GDP. This would amount to a recycling problem of increasing complexity, from both an economic and a political point of view.


It is against this background that the concept of "peak oil" becomes more worrisome. High oil prices might not simply be a cyclical phenomenon brought about by peak demand in this three-year-old global economic recovery. And nor would a cyclical decline in oil prices brought about by a US or Chinese slowdown in the next year negate the argument for structurally higher prices over the medium term. Instead, high prices might be an early indication of a supply-demand imbalance that can only be reconciled by still higher prices (recession or global slowdown notwithstanding). In that case, a more comprehensive oil shock surely awaits and that is with conventional oil production holding steady. Sooner or later, production levels will start to decline but that could be some time off. In the meantime, we may have to live with more expensive energy and keep a wary eye out for economic side-effects when the current spate of economic momentum weakens, as it must.

The writer is senior economic advisor at UBS investment bank.



Source:
The Financial Times

Do me a favour, Paul. Leave the oil stuff off. It may be great for Stanelco, but I've just bought a new car and the bugger goes through petrol like turpentine through a sick donkey!!!!LOL
Alan

Alan Hi,

It will all balance out for you in the end, petrol at 10 a gallon, but your food from ASDA will be a bargain, and your SEO stock will be 's .... LOL !

Cheers,
PM

Another good, well balanced post EWR.
For my part, I have bought at so many prices over the months that it would take Stephen Hawking to work out my average cost, but I think now is as good a time as any to top up / get in. For my money, the risk / reward ratio is now as much in our favour as it has ever been. I take my hat off to those brave souls who took a major plunge at 4-6pps, when SEO's value was arguably nil. Now we have about 10pps value from confirmed commitments from Asda, and a whole raft of possibles, maybes and potentials. The downside is probably back at the 4pps level, but the upside is now compelling.
I would not argue with anyone saying the upside may never transpire, that is true. But I would point out that if the upside were certain, then these shares have a value closer to 40-50pps. For my part, I will be happy to see 25pps by xmas, and for anyone getting in now, that would be a very good return for little risk. No super RNS would be required for this, just the odd little one confirming interest in Starpol outside of WM and Asda, FDA approval, or severel potential bidders for the filters. Not earthshattering, just good solid foundations.
Alan

Edit; When I say the downside is back at the 4pps level, I mean that the most anyone should lose is 4pps, not that it may drop back to that.

Eric
Howard White has asked me to pass on his request that, since you are evidently happy in your new home and they have got Europe and US cov ered already, you may want to represent SEO in Asia- lol!

I did not read it right, btw, I just paniced like everyone - shut my eyes and sat on my trading finger, so I'm still in annd hoping, as you say, the ship is steadied.

sd

Reasons to be cheerful .... part three :)

S.P Metals territory ....

PLASTIC BAGS BANNED BY 2010
12.10.2005. 12:09:15


In a unanimous vote on Tuesday, the French government adopted measures to eliminate all non biodegradable plastic bags by January 2010.
The decision was part of the "Clean-up France? campaign launched by the government this week.

The campaign urges householders to improve their recycling habits and increasing their awareness of the effects of household waste on the environment.

France currently uses up to 15 billion plastic bags a year.

The bags, which take 20 seconds each to make, are generally used for no more than twenty minutes, then take up to 400 years to disappear from the environment.

Manufacturers are currently working on ways to make a biodegradable bag.

However they say this will mean the bags with cost up to ten times more to make.

http://www9.sbs.com.au/theworldnews/worldwatch.php?id=122860&wwtype=4

They'll need more than a plastic bag ban to clean up Paris!

The place is a dump.

There appears to be a big seller at 13.5. Every time an order is placed on level 2 with a bid of 13.5 - it is snapped up by someone

Currently 4:2 @ 13.25 : 13.75 and 205k v 75k